Claude for Head of Sales
Last verified: 13 February 2026 | Applies to: All plans (plugins require Pro or above)
In 30 seconds
Section titled “In 30 seconds”Sales leaders and AEs spend too much time on research and admin, not enough time selling. Claude with the Sales plugin handles prospect research, call prep, pipeline analysis, and outreach drafting — the work that used to take an hour per meeting now takes five minutes. Connect your CRM and Claude works with live data.
Recommended setup
Section titled “Recommended setup”| Component | What to set up | Why |
|---|---|---|
| Plan | Pro (individual) or Team (sales team) | Full platform access |
| Sales plugin | Install first — call prep and pipeline analysis | Your primary tool |
| Productivity plugin | Seed with your ICP, sales process, terminology | Claude remembers your context |
| Connectors | CRM (Salesforce/HubSpot), Slack, LinkedIn | Live pipeline and prospect data |
| Claude in Chrome | For LinkedIn research and prospect engagement | Browser-based prospecting |
Essential plugins
Section titled “Essential plugins”- Sales — call prep, pipeline review, prospect research, outreach drafting.
- Productivity — memory of your accounts, pipeline stages, and team shorthand.
- Marketing — for when you need to create sales enablement content.
Typical workflows
Section titled “Typical workflows”Call prep: See Sales Call Prep for the full workflow.
/call-prep — Meeting with the CTO of [company] tomorrow. We're selling [product]. Research them and brief me.Pipeline review:
/pipeline-review — Here's my current pipeline [from CRM or uploaded]. Which deals are at risk? What should I prioritise this week?Outreach:
Draft a personalised cold email to the VP of Operations at [company]. They recently expanded their team by 40%. Keep it under 100 words with one clear CTA.Post-call follow-up:
Here are my notes from the Acme call [paste]. Draft a follow-up email confirming next steps and including the ROI calculator.Win/loss analysis:
Here are our closed-lost deals from Q1 [upload]. Analyse the patterns: common objections, competitor mentions, deal stages where we lose. Give me 3 actionable insights.Time saved
Section titled “Time saved”| Task | Before Claude | With Claude |
|---|---|---|
| Call prep | 30-45 minutes | 5 minutes |
| Pipeline review | 1 hour weekly | 15 minutes |
| Cold outreach (per email) | 15-20 minutes | 3-5 minutes |
| Post-call follow-up | 15 minutes | 3 minutes |
Related
Section titled “Related”- Sales Call Prep — the full call prep workflow
- Sales Plugin — complete plugin reference
- Connecting Your Tools — connect your CRM
- Marketing guide — related content for sales enablement and campaigns
- Product Manager guide — related content for feature positioning and roadmap
- Choosing a Plan — which plan fits your needs
- Security & Privacy — how Claude handles your data
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